Junior Loan Processor
2 weeks ago
Bay Equity is a full-service retail mortgage lending institution headquartered in Corte Madera. In 2011 and 2012, San Francisco Business Times named Bay Equity among its "Top 100 Fastest-Growing Private Companies" in the Bay Area.
We are hiring a Jr. Loan Processorto work for our Chicago office.
Duties and Responsibilities:
- Answering incoming telephone calls, troubleshoot, and forward to appropriate employees
- Review and correct Encompass file if there is anything missing such as vital information or identity information
- Order the appraisal and confirm with the loan officer that the file is ready to proceed. Once confirmed, be sure to have the appraisal order and card authorization in the file. Forward order link to loan officer to prep the client
- Order condo documents and review for condo approval
- Order title and escrow and upload corresponding documentation to Encompass
- Add all contacts to the file, and ensure accurate contact information
- Ensure accurate property information and confirm minimum documentation is present to move the file to processing
- Open, sort and distribute incoming correspondence
- Prior experience in file setup
- Proficient with Microsoft Word, Excel and Outlook, Encompass experience is preferred
- Provide the highest level of customer service
- Light clerical administrative duties as needed by staff
- Minimum 2 years of loan processing/setup experience
- High School Diploma or equivalent required; Bachelor's degree preferred
- Ability to work collaboratively with others
- Strong communication skills (professional, positive and polite) and interpersonal skills
- Must possess excellent customer service skills and a willingness to be helpful
- Ability to multi-task, work well in a fast-paced environment, and ensure the satisfaction of guests
- Dependability and punctuality
- Type min. 50 wpm
- Computer proficiency in Microsoft Word, Excel, and Outlook
We offer a comprehensive benefit package including medical, dental, vision, life insurance, 401k, and paid time off. Compensation based on experience. This is a full-time position.
Bay Equity is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information. Bay Equity is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact our Human Resources Department at hrdeskteam@bayeq.com.
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